Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 6, 2018

The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside. A way to rotate out of the US.

Show full opinionHide full opinion

The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside. A way to rotate out of the US.

TOP PICK
TOP PICK
September 6, 2018

He loves this. 300 of the most liquid and largest chines shares. China has all the things you want to see as a global investor. Low valuation, cutting taxes, easing monetary policy.

Show full opinionHide full opinion

He loves this. 300 of the most liquid and largest chines shares. China has all the things you want to see as a global investor. Low valuation, cutting taxes, easing monetary policy.

TOP PICK
TOP PICK
September 6, 2018

This one has been beat up. It’s hard to get income around the word. This ETF has an yield of over 8%. He thinks it is good timing. Relative to high yield bond markets in the US, it offers better risk/return metrics.

Show full opinionHide full opinion

This one has been beat up. It’s hard to get income around the word. This ETF has an yield of over 8%. He thinks it is good timing. Relative to high yield bond markets in the US, it offers better risk/return metrics.